Journey for Customer Success

Onboard, train, and expand accounts without endless calls.

Onboard and train without marathon Zoom calls

Turn docs, walkthroughs, and next steps into a guided Journey clients revisit anytime.

Customers hit their first “aha” faster, driving higher NPS scores.

Spot adoption blockers before they become churn risks

Page-level analytics reveal where users stall or skip steps.

Your team steps in proactively and turns potential churn into expansion.

How it Works

Bundle onboarding assets

Gather docs, walkthrough videos, FAQs, and next steps into one Journey workspace.

Hand it off in seconds

Customers get a branded link they can revisit anytime—no hunting through email threads.

Monitor adoption

See which pages they view, where they stall, and trigger proactive outreach.

Before Journey

After Journey

❌ Customers juggle scattered docs and videos

❌ Important steps get skipped.

❌ You find out about issues only on the next call.

✅ Customers get a clear, guided experience.

✅ You track progress in real‑time.

✅ Renewals and expansions feel natural.

What CS Teams Are Saying

“We cut onboarding time by 35%—customers love having everything in one place.”

“Expansion conversations are easier because we can see exactly what features clients explore.”

Journey Features

Unlike bloated digital sales rooms or disjointed Notion pages, Journey gives founders and marketers a cleaner, trackable way to follow up, onboard, and pitch. Just drag, drop, and share

Journey is built to package and present, not just store.

Everything you need to follow up without follow-up.

Works with what you’ve got

Drag in your decks, PDFs, Looms, and demos. Journey turns your raw assets into a clean, scrollable microsite—no code, no design.

Gate it or don’t

Require emails, passcodes, or nothing at all. You’re in control of who sees what (and when).

Know what’s working

Track scrolls, clicks, and time on page. See exactly what content landed, and what got skipped.

One place for all your stuff

Reuse content across teams, deals, and customer types. Build once, send often.

Built for async selling

Buyers are busy. Journey helps you say more, without adding another meeting to the calendar.

Give your champion the right ammo

Make it easy for your internal buyer to sell the deal to their team.

Journey FAQ

Frequently Asked Questions

What is Journey, exactly?

Journey is a lightweight storytelling tool that helps B2B teams deliver follow-ups, onboarding flows, and proposals in a single, branded link.

How is this different from Notion, Loom, or Google Docs?

Those tools are great for creating content—but not for delivering it in a way that feels guided, branded, and trackable. Journey is built to package and present, not just store.

Do I need to create new content to use Journey?

No. Journey is designed to work with what you already have—PDFs, videos, decks, case studies—and make it easier to deliver them together.

Does my buyer or client need to log in to see it?

Nope. They just click the link and view. No login, no friction.

Can I see how buyers interact with my content?

Yes. Journey tracks time on page, scroll activity, clicks, and more—so you know what’s resonating and when to follow up.

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